We are live on ! Find out more
FHLC icon

Fidelity MSCI Health Care Index ETF

278 hedge funds and large institutions have $1.07B invested in Fidelity MSCI Health Care Index ETF in 2022 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 110 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

53% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 72

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more funds holding

Funds holding: 263278 (+15)

0.99% more ownership

Funds ownership: 35.33%36.32% (+0.99%)

1% more capital invested

Capital invested by funds: $1.06B → $1.07B (+$8.27M)

Holders
278
Holders Change
+15
Holders Change %
+5.7%
% of All Funds
4.38%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.19%
New
40
Increased
110
Reduced
72
Closed
21
Calls
$230K
Puts
Net Calls
+$230K
Net Calls Change
-$52K
Name Holding Trade Value Shares
Change
Change in
Stake
DOA
126
D'Orazio & Associates
Virginia
$552K
SHIM
127
Stone House Investment Management
Pennsylvania
$543K +$527K +8,275 New
National Bank of Canada
128
National Bank of Canada
Quebec, Canada
$537K +$7.64K +120 +1%
SAM
129
Secure Asset Management
Michigan
$522K -$8.34K -131 -2%
Neuberger Berman Group
130
Neuberger Berman Group
New York
$515K +$1.15K +18 +0.2%
WFA
131
WMG Financial Advisors
Tennessee
$514K -$7.45K -117 -1%
WWM
132
Western Wealth Management
Colorado
$514K +$212K +3,332 +74%
COCM
133
Charter Oak Capital Management
New Hampshire
$512K +$75.5K +1,186 +18%
SFA
134
Sequoia Financial Advisors
Ohio
$508K +$171K +2,693 +53%
Fisher Asset Management
135
Fisher Asset Management
Washington
$504K -$57.5K -904 -11%
WHC
136
Wulff, Hansen & Co
California
$499K
AAS
137
Avantax Advisory Services
Texas
$492K +$169K +2,657 +55%
IAA
138
Independent Advisor Alliance
North Carolina
$479K +$11.4K +179 +3%
VWM
139
Venturi Wealth Management
Texas
$466K +$452K +7,101 New
JIP
140
Jaffetilchin Investment Partners
Florida
$463K +$48.3K +758 +11%
AF
141
Apexium Financial
Texas
$452K -$19.4K -304 -4%
DLCIG
142
D.L. Carlson Investment Group
New Hampshire
$444K +$191 +3 +0%
CAN
143
Cetera Advisor Networks
California
$444K +$53.6K +842 +14%
MG
144
Mather Group
Illinois
$442K +$6.56K +103 +2%
Bank of New York Mellon
145
Bank of New York Mellon
New York
$436K -$19.1K -300 -4%
RIA
146
Regal Investment Advisors
Michigan
$429K +$637 +10 +0.2%
AT
147
American Trust
Kentucky
$426K +$413K +6,489 New
WA
148
WBH Advisory
Maryland
$410K +$58.7K +922 +17%
GWM
149
Geneos Wealth Management
Colorado
$403K -$53.9K -847 -12%
CAN
150
Claraphi Advisory Network
United States
$401K +$389K +6,107 New